Salesforce Chatter Authentication

Salesforce Chatter

Partner Setup

Salesforce uses OAuth 2 for remote API access. You must register Cyclr within Salesforce as your own Connected App to receive OAuth Client ID and Client Secret values to enable Cyclr to authenticate with Salesforce.

The official Salesforce documentation for creating a Connected App can be found here.

Salesforce set up - Register Your Application

Introduction

You can register for a free Salesforce developer account or log into your existing Salesforce account if you have one. You can use any Salesforce account to create a Connected App. It doesn’t have to be a developer account.

Create your App within Salesforce:

The steps below are for Salesforce Classic. Settings are similar for Lightning Experience.

Log into the Salesforce account

click Setup in the top right

from the side menu down the left, under the Build heading click Create

choose Apps

from the Connected Apps table click the New button

When the New Connected App screen is shown, complete the form as follows:

Basic Information

Connected App Name: enter a name for your application

API Name: this will default to the same value as your Connected App Name

Contact Email: your email address

API (Enable OAuth Settings)

Tick the Enable OAuth Settings box to display further options.

Callback URL: you must add a callback URL to allow Salesforce to be used in your Cyclr Console and its accounts.